Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Cheek is a financial advisor at Robert W. Baird & Co. Inc., a firm with approximately $287 billion in assets under management. Leslie has been in the industry since 1995 and is registered in Illinois and Massachusetts. Leslie specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Leslie is also a registered representative with Series 7, Series 24, SIE, and Series 79TO licenses. Prior to joining Robert W. Baird & Co. Inc., Leslie worked at SunTrust Capital Markets, Inc., The Robinson-Humphrey Company, LLC, and Tucker Anthony Cleary Gull.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MA
04/11/2005 - Present
Robert W. Baird & Co. Inc. (Boston MA)
GA
07/27/2001 - 03/31/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
06/17/1999 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
WI
05/03/1999 - 06/16/1999
TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)
MA
08/14/1995 - 05/03/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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